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Bid Solicitation: ACT119-ACTT-3133
Header Information
Bid Number:
ACT119-ACTT-3133
Description:
Investment Advisory Services-Flood Control District
Bid Opening Date:
11/09/2018 05:00:00 PM
Purchaser:
Brian Hashima
Organization:
Auditor-Controller/Treasurer/Tax Collector
Department:
ACTT - Auditor-Controller/Treasurer/Tax Collector
Location:
TRTAX - Treasurer/Tax Collector
Fiscal Year:
19
Type Code:
RP - Request for Proposal
Allow Electronic Quote:
Yes
Alternate Id:
Required Date:
Available Date :
10/12/2018 08:00:00 AM
Info Contact:
Parth.Bhatt@atc.sbcounty.gov
Bid Type:
OPEN
Informal Bid Flag:
No
Purchase Method:
Open Market
Pre Bid Conference:
Bulletin Desc:
The County of San Bernardino, Auditor-Controller/Treasurer/Tax Collector?s Office (County), is seeking Proposals from interested and qualified Proposers to provide discretionary investment management services to the County for the San Bernardino County Flood Control District.
Ship-to Address:
Ship-to
Auditor-Controller
268 W. Hospitality Lane - 4th Floor
San Bernardino, CA 92415
US
Email: general@sbcounty.gov
Phone: (909)387-8322
Bill-to Address:
Ship-to
Auditor-Controller
268 W. Hospitality Lane - 4th Floor
San Bernardino, CA 92415
US
Email: general@sbcounty.gov
Phone: (909)387-8322
Print Format:
File Attachments:
1 - 2008 Flood Control Indenture.pdf
2 - Official Statement.pdf
3 - Tax Certificate.pdf
4 - Managed Account Summary Statement.pdf
5 - Exception to County Investment Policy - 070424 BAI 46.pdf
RFP - Investment Advisory Services for SBC Flood Control District FINAL..pdf
RFP ACT119-ACTT-3133 Response to Questions.pdf
Form Attachments:
Required Quote Attachments
Amendments:
Amendment #
Amendment Date
Amendment Note
1
10/11/2018 04:38:52 PM
Attachment File Changes: Header 1. File 'RFP - Investment Advisory Services for SBC Flood Control District FINAL..pdf': File 'RFP - Investment Advisory Services for SBC Flood Control District FINAL..pdf' added .
2
10/12/2018 08:34:10 AM
Attachment File Changes: Header 1. File 'RFP - Investment Advisory Services for SBC Flood Control District FINAL (002)~1.pdf': Show Attachment to Vendor Flag changed from "Yes" to "No".
3
11/05/2018 10:23:41 AM
Attachment File Changes: Header 1. File 'RFP ACT119-ACTT-3133 Response to Questions.pdf': File 'RFP ACT119-ACTT-3133 Response to Questions.pdf' added .
Item Information
Item # 1: ( 946 - 56 )
The Contract period will be for a maximum of five (5) years beginning on January 29, 2019, through January 28, 2024.
NIGP Code:
946-56
Investment Management Services
Qty
Unit Cost
UOM
Total Discount Amt.
Tax Rate
Tax Amount
Total Cost
1.0
EA - Each
Manufacturer:
Brand:
Model:
Make:
Packaging:
Item # 2: ( 946 - 25 )
The Contract period will be for a maximum of five (5) years beginning on January 29, 2019, through January 28, 2024.
NIGP Code:
946-25
Banking Services
Qty
Unit Cost
UOM
Total Discount Amt.
Tax Rate
Tax Amount
Total Cost
1.0
EA - Each
Manufacturer:
Brand:
Model:
Make:
Packaging:
Item # 3: ( 946 - 48 )
The Contract period will be for a maximum of five (5) years beginning on January 29, 2019, through January 28, 2024.
NIGP Code:
946-48
Financial Advisor
Qty
Unit Cost
UOM
Total Discount Amt.
Tax Rate
Tax Amount
Total Cost
1.0
EA - Each
Manufacturer:
Brand:
Model:
Make:
Packaging:
Item # 4: ( 946 - 29 )
The Contract period will be for a maximum of five (5) years beginning on January 29, 2019, through January 28, 2024.
NIGP Code:
946-29
Cash Management Services (Incl. Budgeting Services)
Qty
Unit Cost
UOM
Total Discount Amt.
Tax Rate
Tax Amount
Total Cost
1.0
EA - Each
Manufacturer:
Brand:
Model:
Make:
Packaging:
Item # 5: ( 946 - 49 )
The Contract period will be for a maximum of five (5) years beginning on January 29, 2019, through January 28, 2024.
NIGP Code:
946-49
Financial Services (Not Otherwise Classified)
Qty
Unit Cost
UOM
Total Discount Amt.
Tax Rate
Tax Amount
Total Cost
1.0
EA - Each
Manufacturer:
Brand:
Model:
Make:
Packaging:
SBCOUNTY_SBCOUNTY_AWS_PROD_BUYSPEED_1_bso
Quote #
Description
Date Last Modified
Status